See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,122 | $130,194-76.9% | $169,993-82.3% | $71,457-57.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.0%+13.0pp | 67.9%+32.1pp |
| Annual return | 34.45% | 20.37%+14.1pp | 53.37%-18.9pp | 28.85%+5.6pp |
| Employer contribution / active EE | $4,295 | $4,381-2.0% | $6,785-36.7% | $2,588+66.0% |
| Participant deferral / active EE | $12,897 | $6,923+86.3% | $10,408+23.9% | $4,289+200.7% |
| Admin fee / account holder | $1,902 | $966+96.9% | $12,815-85.2% | $1,587+19.8% |